State Street Investment Management
Asset Management
ClientReporting,Officer
“Client Reporting, Officer at State Street Investment Management. Skills: client reporting, financial services, investment management, Excel, VBA, Access, analytical skills, communication skills, organizational skills. Create Weekly, Monthly, Quarterly, Ad Hoc Reports that covers retail, financial institute group and pension, public clients and offshore funds.. Create statutory reports and other reports (Basel III related, etc).”
What You'll Achieve.
contribute to the achievement of team goals; execute tasks efficiently; deliver continuous improvement
Industry & Context.
analytical and problem-solving skills
What They're Looking For.
Must Have
5+ years professional experience in client reporting of financial services, University Bachelor or above, Native Japanese and English language skills preferred
Nice to Have
investment management experience preferred, Native Japanese and English language skills preferred
What You'll Do.
Ad Hoc Reports that covers retail
financial institute group and pension
public clients and offshore funds.
Create statutory reports and other reports (Basel III related
Newly setup and update report format
as well as report creation tools in order to extract data and calculate performance returns
and so forth with discussion of related sections
Oversee processes that have been outsourced to the outsourcing agent
Conduct research and analysis on regulatory change that may impact to the report format and update the report format as necessary
How You'll Work.
Team & Collaboration
support team members as a team player; interact with various key stakeholders including Client facing teams, Investment teams, Performance Analysis team, Vendors, Overseas Operation teams, external fund auditor, etc.
Communication Scope
communication skills; communications and organizational skills with key internal and external stakeholders
Process & Methodology
manage multiple priorities and schedules to meet deadline
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